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For Companies At a Glance
- Tasks: Support financial consultants with client administration and ensure smooth business processing.
- Company: Join a reputable Financial Planning practice in Altrincham, dedicated to client success.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values communication and client relationships while making a real impact.
- Qualifications: Must have 2 years' experience with an Independent Financial Advisor and relevant financial qualifications.
- Other info: This role requires EU work permit; apply if you're ready to kickstart your career!
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.
Job Purpose
To provide dedicated, accurate, and efficient sales support service for agreed Financial Planning Consultants.
Responsibilities
- Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers, and ensuring that new business is set up correctly.
- Providing administration support related to valuations, transfer of servicing, and client reviews to facilitate efficient client meetings.
- Maintaining effective communication between clients and consultants, keeping both updated on all matters related to their financial affairs.
- Ensuring all client information is accurately stored and updated on the relevant system, and that all compliance requirements are met.
- Preparing invoices for work completed for clients.
- Issuing original policy documents to clients when appropriate, and ensuring that copies/documents are issued within the agreed timescales, reflecting client requirements accurately.
- Providing post-meeting administration support to consultants, ensuring all tasks are completed within the designated timescales.
- Reporting any complaints (formal or informal), breaches, or losses to the Compliance Officer promptly.
- Undertaking additional duties as requested by line management.
- Having basic knowledge of all products and funds within the area of responsibility.
- Building and maintaining effective relationships with consultants.
Qualifications
- Having at least 2 years of experience working for an Independent Financial Advisor (IFA).
- Holding CF1 qualification.
- Possessing a Certificate in Financial Services/Planning.
Client Support Administrator - Altrincham employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator - Altrincham
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of Independent Financial Advisors (IFAs). Understanding their operations and the products they offer will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with current Client Support Administrators or IFAs. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your compliance knowledge. Since the role involves reporting breaches and ensuring compliance, being well-versed in relevant regulations will demonstrate your readiness for the position.
✨Tip Number 4
Prepare to discuss your experience with client communication and administration support. Be ready to share specific examples of how you've maintained effective relationships and managed client information in previous roles.
We think you need these skills to ace Client Support Administrator - Altrincham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any roles related to client support or financial services. Emphasise your skills in communication and administration, as these are crucial for the Client Support Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the role and demonstrate your understanding of the financial planning sector.
Highlight Relevant Qualifications: Clearly mention your CF1 qualification and any other relevant certifications in your application. This will show that you meet the necessary qualifications for the role and have a solid foundation in financial services.
Showcase Your Experience: If you have experience working with Independent Financial Advisors (IFAs), make sure to detail this in your application. Provide examples of how you've successfully supported sales consultants or managed client communications in the past.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Brush up on your knowledge of funds and investments, as this will demonstrate your expertise and readiness to support the consultants effectively.
✨Showcase Your Communication Skills
As a Client Support Administrator, effective communication is key. Prepare examples of how you've successfully communicated with clients and colleagues in the past. Highlight your ability to keep everyone updated and informed, which is crucial for maintaining strong relationships.
✨Demonstrate Your Organisational Skills
This role requires excellent organisational abilities. Be ready to discuss how you manage multiple tasks and deadlines. You might want to share specific tools or methods you use to stay organised, especially when handling client information and compliance requirements.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be prepared to answer questions related to compliance procedures and regulations. Familiarise yourself with common compliance issues in the financial sector and be ready to discuss how you would handle them.
